August Wealth Management
August Wealth Management (CRD# 155739) is a financial advisory firm headquartered in Portland, ME. They manage $21,097,000 in 182 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
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Total Number of Accounts182ACCOUNTS
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Average Account Value$115,918
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME, NH
Financial Advisors at August Wealth Management
1
Scott Whytock (CRD# 3072522) is an Investment Advisor Representative working at August Wealth Management in Portland, ME and has over 18 years of experience in the finance industry.
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